Added an Appointment Time Window setting to define the number of minutes shown in appointment time windows. When used with the [timeWindow] token, messaging displayed a time range based on the appointment start time. For example, an appointment starting at 09:00 displayed as 09:00–10:00. This time window was also shown on job appointments in Planner view job lists.
Added separate Email Marketing and SMS Marketing customer settings to allow marketing preferences to be managed independently.
Added the option to Deactivate or Activate a customer from the customer three-dot menu.
Added a welcome customer feature and a setting to enable or disable it.
Added a global setting to set customer status to Inactive when they had no future appointments.

Custom Fields

Added Quotes as a collection type, allowing custom fields to be added to quotes.
Added a bulk download option for customer field data for last done jobs to the round three-dot menu.
Added search to the Schemas tab.
Added support for Linked Fields when attaching fields to specific types such as customer address, job address, service list, or job price.

Job Management

Added a Jobs Price By Service Only setting. When enabled, price-by-service became the only pricing method for new jobs, and existing jobs using price-by-job were converted to price-by-service.
Added a Pre-fill Assignee and Rounds From The Last Updated Job setting. When enabled, new updates used the assignee and round from the last updated job.
Added a Require Job Schedule Pause Reasons setting. When enabled, pausing a job required the user to select a predefined pause reason or choose Other and enter custom text.
Added a Block Workers Accessing Manage Timer Dialog setting. When enabled, users with only Planner or Worker roles could not access the Manage Timer screen.
Added a Require Rounds For New Job setting. When enabled, jobs could not be created without a round.
Added a Predefined Frequencies setting to control which schedule frequencies could be used on jobs.
Added an Only Show Predefined Frequency On Job Schedules setting to enforce the frequencies configured in Predefined Frequencies.
Added a Hide Ad Hoc Frequency Option setting to remove the ad hoc frequency option from job scheduling.
Added the option to Deactivate or Activate a job from the job three-dot menu.
Added View Date Update Events to the job three-dot menu to display date-related events for that job.
Added a Default Job Service(s) setting.
Allowed bulk updating of services on jobs from the Round screen.
Added the ability to directly replace a user and reassign their jobs and appointments to another user.
Moved all configuration options from the round kebab menu into a dedicated Round Settings dialog.
Added a last price change setting and dialog.
Added a calendar-style forward capacity viewer.

Messaging & Communication

Added the [timeWindow] token to show the time window for the appointment currently being reminded in appointment reminder messages.
Added the [nextTimeWindow] token to show the time window for the next future appointment in supported message and canned response templates.
Added the [nextDates=?] token to show the next X appointments, up to a maximum of 10. Replace ? with the number of appointments to display.
Added an Attach Quote as a PDF On Quote Emails customer setting to include the quote PDF as an email attachment.
Added an Attach Quote Attachments to Quote Emails customer setting to include quote attachments as a PDF on quote emails.
Added an Attach Quote Custom Forms To Quote Emails customer setting to include quote custom forms as a PDF on quote emails.
Added an Include attachments as links when sending via SMS customer setting. When enabled, links to related attachments were included in SMS messages. This increased credit usage.
Added an in-app alert when an Incident was created on the Squeegee Status page.
Email message bubbles now displayed the full email content on screen without requiring the message to be opened.
Allowed workers to send reminders.
Updated customer contact method logic and improved notification method labels.
Improved wording and guidance shown for Two-Way Email.
Added support for external GoCardless payments.
Added support for Instant Bank Pay payments through GoCardless.
Added new capabilities to the Partner API platform and documentation.
Added jobGroup to QuoteMessageModel and ScheduleItemMessageModel.

Payments & Expenses

Added Matchers for Ignored Transactions, allowing ignored transactions to be used to create matchers for future bulk transaction updates.
Added Merge Expense Categories, allowing multiple expense categories to be combined into one.
Automatic payments created more than 7 days earlier and not synced were now marked as Failed, preventing them from being sent to GoCardless or Stripe during sync.
Added a banner for accounts using Pay By Invoice with an overdue invoice.
Added a view to manage discounts.

Quotes & Invoicing

Added a summary section to quotes, including tax details.
Added a Hide Quote Accept/Decline Actions setting to hide quote actions on Advanced quotes.
Added a Show Rounds on Quote setting to display the round name on quotes.
Added a Send When Converted setting to automatically send the quote to the customer using their default notification method when converted.
Added a Hide Booking Confirmation Prompt When Converting setting to suppress the booking confirmation prompt when an accepted quote was converted to a job.
Added a Default Quote Attachments setting to select which attachments were included on quote emails.

Reporting

Added a Sold Customers report showing customers transferred to a destination email.
Added an Aggregated Credit Usage report to group credit activity and improve readability.
Added an Insights view for revenue and customer insights.
Added invoice and payment details to the Completed Job Report.

Squeegee Balance

Added MTD Obligations – Self Assessment Tax Submissions (currently in UAT and limited to a small number of accounts), including:
- a timeline of tax year quarterly submission dates
- the current quarterly update requiring submission
- preparation for review before submission
- expected tax liability calculations
- a submission log with HMRC response review
Added mapping for HMRC categories to improve categorisation of MTD submission figures.

Squeegee Portal

Updated the Pending screen to Payment Risks and added the ability to prompt customers with expiring cards to update their payment method.

Squeegee Pricing Module

Added the option to round prices down when applying a percentage price change.

Technical

Added Password Security checks on sign-in. Entered passwords were checked against a third-party breach database, and users were prompted to change compromised passwords.
Added an email alert when a new device signed in using the account email.
Implemented archived object retrieval and improved error handling when viewing archived items such as messages and alerts.
Added a settings search feature to the Settings dialog.
Enhanced default tax and accounting settings.

UI & Behaviour

Added a Category dropdown to the Contact Support form so users could select the type of support ticket.
Added a subscription downgrade confirmation step showing which features would no longer be available.
Added Enter key support to the full name input in SignatureDialog.

User Roles & Permissions

Added a Portal Manager role, giving access to the Portal Directory and Advanced Services.
Updated the Creator user permissions description.

Updates & Improvements

Custom Fields

Increased the maximum supported length of Schema Titles to 250 characters.
Attachment custom forms now saved immediately.

Job Management

Added service selection ordering to Service Lists, so services were displayed on the job in the order they were selected.
Improved the off-schedule job calculation to make it more robust.
Added validation to require a job date before initial fields such as price and first date could be set.
Added a toggle to sort rounds alphabetically or by distance when selecting a round.
Prevented the first appointment indicator from showing on jobs without a repeat frequency.
Updated search to use Advanced Search on schedule items and to search specific jobs.
Made multiple updates to the price change module to improve search and application.

Messaging & Communication

Added an in-app alert for notifications that failed with the reason "Temporary network error - will be retried".
Updated the in-app SMS alert for inbound numbers matching multiple customer records to display the inbound phone number.
Added an in-app alert when a call was made to an account using Two-Way SMS With Private Number without a Redirect Number configured. The alert included the inbound phone number.
Added multiple new filters in Send & Pricing, relabelled filters for clarity, and sorted them alphabetically.
Improved the text shown after sending reminders.
Updated audience filter labels for clarity.
Delivered various new features and improvements in the Send editor.
Showed the inbound number on new customer alerts for private two-way SMS messages.

Quotes & Invoicing

Added service selection ordering to Service Lists, so services were displayed on the quote in the order they were selected.
Invoice tax rates could now be set to 0%, and invoices displayed this as Tax (0%): £0.00.
Quotes could now have custom fields added during quote creation.
Added the Invoice Number to the invoice list shown when allocating a payment transaction.

Reporting

Added an All Canvasser Data report.
Added the Reference Number to the Jobs Last Price Change report.
Added time values to the date field in the Credit Usage Report to improve sorting.
Updated the franchise reports to improve performance and added a summary section to the ZIP download.
Updated the total pending customers count to reflect visible risk customers.
Updated the footer alignment on top of reports.

Squeegee Balance

Delivered multiple performance improvements for cache refresh, transform, and load tasks.
Delivered various updates to the Overdue screen.

Squeegee Portal

Added Appointment Time Slot to the Appointment Widget.
Updated the Today’s Appointment Widget to use the job start time when the appointment start time was missing.

Technical

Delivered Balance architecture improvements to improve the speed of transform and load processes.
Added a backup process when Delete All Customers was used.
Improved subscription renewal error notifications with plain-English descriptions.
Added error trapping for SMS retries.
Updated the Squeegee logo on invoices.
Enhanced SMS two-factor authentication validation for international dialling codes.
Updated the GetSoapy import process to support the latest import file format.
Added a default No Round round name for importing jobs where no round name was not defined in the GetSoapy import file.
Updated the Aworka import process to handle jobs marked as suspended in the import file.

UI & Behaviour

Added Owing to the available Landing Page options.

User Roles & Permissions

Added a Canvasser Role setting to require a customer phone number on canvassed customer records.
Added a Canvasser Role setting to allow canvassers to create quotes for prospective customers.

Bug Fixes

Job Management

Fixed an issue where some job map pins did not display the correct job status colours.
Fixed an issue where a job occurrence with an active timer that had already been deleted could not be deleted. Users now received a prompt confirming deletion.
Fixed an issue where addresses wrapped and overlapped in Day Pilot on mobile.
Fixed an issue where the bulk replan dialog remained open and partially obscured the next replan dialog.
Fixed an issue where owing tags were shown on jobs when Hide Pricing For Workers & Planners was enabled.

Messaging & Communication

Fixed a rare issue where disconnecting from Two-Way Email did not update the Email Settings option back to One Way.
Fixed an issue where, if SMS & Email was selected, the email editor section on the Send Notification screen was partially obscured by the mobile keyboard.
Fixed an issue with incorrect safe area margins when previewing an Automatic Payment Method invitation on mobile.
Fixed an issue where the External tag was not displayed correctly on email message bubbles in a customer’s Messages tab.
Fixed an issue where notification status history was not always sorted correctly.
Fixed an issue where sending bulk payment reminders did not show the Schedule option.
Fixed an issue where bulk email sending could fail on one customer and prevent subsequent messages from sending immediately.
Fixed an issue where SMS & Email message template selection displayed previews in reverse order.
Fixed an issue where SMS & Email message template selection prevented some tokens from being populated.
Fixed an issue where unpublishing a campaign produced a notification error.

Payments & Expenses

Fixed an issue where CSV transaction import mapping did not work correctly.
Fixed an issue preventing categories from displaying when selecting filters on the Expense screen.
Fixed deleted transactions in Balance.
Fixed an issue that sometimes blocked invoice transactions from being created.

Reporting

Fixed an issue with the Revenue and Cash report.

Squeegee Balance

Fixed an issue where users could not continue after entering a VAT number on a VAT Return.
Fixed mobile UI and UX issues on Balance views.

Squeegee Portal

Fixed an issue where portal quote attachments failed to upload.
Fixed a bug preventing portal URL changes from being reflected.

UI & Behaviour

Fixed an issue where visiting Multi-Planner first prevented Work Planner search from working correctly.